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$SSR Mining (SSRM.US)$
Summary
– SSR Mining has rebuilt and recovered its investment case after the devastating collapse of Çöpler, supported by record gold prices, strong performances from Marigold, Puna, and CC&V, and a robust cash balance sheet.
– I consider the first to third quarters as evidence that the core portfolio is functioning well. This means that even with Çöpler remaining closed, we are seeing increased GEO production, solid profit margins, and strong free cash flow.
– The acquisition of CC&V is already FCF positive, while Marigold continues to be the primary driver for the fourth quarter, and Puna provides excellent silver leverage.
– With Puna’s extremely low AISC silver, the life extension of Marigold due to Buffalo Valley, and the copper and gold potential of Hod Maden, SSRM is well-positioned to benefit significantly from the sustained strength of precious metals.
– The resumption of Çöpler is reflected in the prices...
Summary
– SSR Mining has rebuilt and recovered its investment case after the devastating collapse of Çöpler, supported by record gold prices, strong performances from Marigold, Puna, and CC&V, and a robust cash balance sheet.
– I consider the first to third quarters as evidence that the core portfolio is functioning well. This means that even with Çöpler remaining closed, we are seeing increased GEO production, solid profit margins, and strong free cash flow.
– The acquisition of CC&V is already FCF positive, while Marigold continues to be the primary driver for the fourth quarter, and Puna provides excellent silver leverage.
– With Puna’s extremely low AISC silver, the life extension of Marigold due to Buffalo Valley, and the copper and gold potential of Hod Maden, SSRM is well-positioned to benefit significantly from the sustained strength of precious metals.
– The resumption of Çöpler is reflected in the prices...
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$NVIDIA (NVDA.US)$
Summary
– NVIDIA achieved record Q4 results, driven by strong data center revenue and robust capex from AI hyperscalers; its 'Buy' rating has been maintained and target price raised.
– Q4 non-GAAP EPS was $1.62, with revenue at $68.1 billion surpassing market expectations; guidance and free cash flow trends remain very favorable.
– NVDA is benefiting from strong demand for Blackwell and Rubin architectures, expanding into Sovereign AI while maintaining excellent operating leverage and profitability.
– Key risks include the potential slowdown in AI-related capex, macroeconomic headwinds, and intensifying competition; technically, a bullish breakout above $197 is suggested.
Robert Way/iStock Editorial via Getty Images
NVIDIA (NVDA) is, February 25 (Wednesday) ...
Summary
– NVIDIA achieved record Q4 results, driven by strong data center revenue and robust capex from AI hyperscalers; its 'Buy' rating has been maintained and target price raised.
– Q4 non-GAAP EPS was $1.62, with revenue at $68.1 billion surpassing market expectations; guidance and free cash flow trends remain very favorable.
– NVDA is benefiting from strong demand for Blackwell and Rubin architectures, expanding into Sovereign AI while maintaining excellent operating leverage and profitability.
– Key risks include the potential slowdown in AI-related capex, macroeconomic headwinds, and intensifying competition; technically, a bullish breakout above $197 is suggested.
Robert Way/iStock Editorial via Getty Images
NVIDIA (NVDA) is, February 25 (Wednesday) ...
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$NVIDIA (NVDA.US)$ I think there are various opinions, but it feels like institutional investors and big players are eyeing the 'panic selling (stop-loss)' by individual investors and short-term traders as an 'excellent bargain sale.' I believe we'll find out which way it goes next week.
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In the previous posts, we analyzed strategies and key considerations for buying options for trading earnings. Overall, buying options during earnings season is generally a “low win-rate, low payout” game, which in theory is not very cost-effective.
That naturally leads to the next question: If we use options selling strategies to trade earnings, can we improve the win rate and make money more easily?
In theory, yes — but there are severa...
That naturally leads to the next question: If we use options selling strategies to trade earnings, can we improve the win rate and make money more easily?
In theory, yes — but there are severa...
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NVIDIA is scheduled to announce its Q4 2026 earnings after the U.S. stock market closes on February 25.
The marketRevenue is expected to increase by 67.01% year-over-year to $65.685 billion, with EPS rising 64.29% year-over-year to $1.462.is underway.
This earnings report may act as a litmus test for shifts in market sentiment rather than just performance figures. The focus will be on whether AI-related stocks will see revaluation or enter a correction phase due to disappointment.
What will NVIDIA's closing price be the day after the earnings announcement? Make your prediction and vote!
[Bonus]
● Share 10,000 points
By 11:00 PM (JST) on February 26, predict NVIDIA’s closing price for February 26 (JST: 6:00 AM on February 27) and select from the following price ranges.
If the actual closing price falls within the range you voted for, everyone who selected that range will10,000 points to be split among participantsand given as a gift.
Example: If 50 participants correctly predict the outcome, each will receive 200 points!
After the earnings announcement, if the stock price "rises..."
The marketRevenue is expected to increase by 67.01% year-over-year to $65.685 billion, with EPS rising 64.29% year-over-year to $1.462.is underway.
This earnings report may act as a litmus test for shifts in market sentiment rather than just performance figures. The focus will be on whether AI-related stocks will see revaluation or enter a correction phase due to disappointment.
What will NVIDIA's closing price be the day after the earnings announcement? Make your prediction and vote!
[Bonus]
● Share 10,000 points
By 11:00 PM (JST) on February 26, predict NVIDIA’s closing price for February 26 (JST: 6:00 AM on February 27) and select from the following price ranges.
If the actual closing price falls within the range you voted for, everyone who selected that range will10,000 points to be split among participantsand given as a gift.
Example: If 50 participants correctly predict the outcome, each will receive 200 points!
After the earnings announcement, if the stock price "rises..."
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![[Bonus Available] Predict NVIDIA's closing price after the Q4 2026 earnings report and get your bonus!](https://sgsnsimg.moomoo.com/sns_client_feed/181000777/20260225/web-1771989551002-cLWcsB4h60.png/thumb?area=105&is_public=true)
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$NTT (9432.JP)$ Run to this instead of running after money
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NVIDIA, the largest U.S. stock by market cap, will report its Q4 results after the close on February 25. With the U.S. equity market currently lacking fresh catalysts—and investors unwilling to further stretch valuations—this earnings release is widely viewed as a key market barometer. In other words, many are hoping NVIDIA can once again save not only the chip sector, but also the AI concepts, tech industry, and even ...
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$Bitcoin (BTC.CC)$
The trend doesn’t seem to be dead yet...
My investment guru tells me, “Look closely![]()
”
Just in case, it’s time to reconsider
The trend doesn’t seem to be dead yet...
My investment guru tells me, “Look closely
Just in case, it’s time to reconsider
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